See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,431 | $99,032-89.5% | $80,019-87.0% | $135,375-92.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -21.89% | 15.39%-37.3pp | 11.22%-33.1pp | 519.73%-541.6pp |
| Employer contribution / active EE | $4,669 | $3,043+53.4% | $2,468+89.2% | $4,779-2.3% |
| Participant deferral / active EE | $1,489 | $4,282-65.2% | $3,686-59.6% | $5,609-73.5% |
| Admin fee / account holder | $1,075 | $10,436-89.7% | $6,521-83.5% | $10,827-90.1% |